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RE: The AI trade did not die last week. It just started sending invoices.
Interesting how the Nasdaq drop and the Philly Semiconductor Index crash reflected the mismatch between capital spend and free‑cash‑flow, especially with Alphabet’s first negative cash flow and Amazon’s $42 B data‑center burn—do you think this will force a shift in how hyperscalers finance their AI push? 🚀📉💡